Raia Drogasil SA (OTCPK:RADLY)

Q2 2025 Raia Drogasil S/A Earnings Call (English, Portuguese) Transcript

Aug 6, 2025 / 01:00 PM GMT

Release Date Price: $3.18 (+15.79%)

Transcript

Key Points

Positve

Raia Drogasil SA (RADLY) reported a 12% consolidated growth in gross revenue, reaching 11.7 billion.
The company achieved a milestone by surpassing 50 million active customers in the last 12 months.
Digital business continues to be a highlight, with a retail penetration of almost 25% and significant growth in digital channels.
Raia Drogasil SA (RADLY) opened 70 new stores, bringing the total to 3,271 stores in operation, without closing any pharmacies.
The company reported a record-breaking net income of 400 million, with a 10 basis point increase year on year.

Negative

Adjusted EBITDA margin dipped by 0.3% points to 7.6%, indicating some pressure on profitability.
There was a dip in gross profit of 80 basis points, attributed to factors such as lower CMAT index and increased competition.
The company faced challenges with inventory losses, particularly in high-value categories like GLP-1 drugs and skincare products.
Financial expenses increased due to a rise in the CELIC rate from 10.5% to almost 15%, impacting net profit.
Despite improvements, the company acknowledged that the gross margin remains under pressure, with losses and competitive pricing being significant factors.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RADL3.SA - Raia Drogasil S/A
Q2 2025 Raia Drogasil S/A Earnings Call (English, Portuguese)
Aug 06, 2025 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning everyone and welcome to our 2nd quarter earnings conference call.

It is a pleasure to be here with you.

To have this opportunity to look at our financial and operating highlights in this quarter and also it's a pleasure to be here.

And to be able to answer your questions as transparently as possible. Good morning, Flavio.

Good morning, Radouan Flavio is here with me and will support me answering your questions and giving explanations. We'll TRY and be straightforward in our presentation so that we can leave more time for the questions. We always start with our operating highlights and first and foremost we would like to say that this was a good quarter to our mind.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.